Model Portfolio Gains Since Inception
Model Portfolio gain since inception +61% SPY gain since inception +18% QQQ gain since inception +45% My goal with the Model Portfolio was to beat SPY and QQQ. I am pleased to see that goal was accomplished. However, there is no telling what will happen in 2024. Hyper-growth stocks fall as fast as they gain. GLBE, NET, DDOG, CELH, CWRD, SNOW, NU, and ADYEY are the hyper-growth holdings in the Model Portfolio. Even if there are major drawdowns in 2024, my plan is to add shares rather than sell. Timing the market is difficult. Sometimes when one takes profits, one ends up buying at a higher price. There is also the fact that short-term sales have a substantially larger capital gain...